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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,929 | $107,363+95.5% | $92,909+126.0% | $152,897+37.3% |
| Participation rate | 47.4% | 79.8%-32.4pp | 76.0%-28.6pp | 82.5%-35.1pp |
| Annual return | 19.58% | 145.63%-126.0pp | 109.44%-89.9pp | 345.43%-325.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,721 | $4,848-23.2% | $4,238-12.2% | $5,851-36.4% |
| Admin fee / account holder | $159 | $7,082-97.8% | $5,795-97.3% | $11,599-98.6% |